Recognized as a strategic team leader with a strong executive presence and over 20 years of experience collaborating with C-suite executives. Delivers the operational rigor and diligence necessary to build a successful client framework to accelerate business development in fast-paced, financial services environments. Driven by results and embraces the opportunity to design business process improvements and execute risk mitigation strategies. Routinely uses analytical thinking and problem-solving abilities to identify revenue-generating opportunities. An expert communicator, enthusiastic about building relationships and appreciates the importance of a strong company culture.ACCOMPLISHMENTS• Established and executed a B2B multi-year sales with a focus on new product development.• Oversee the vision and strategic business initiatives from development through successful execution• Established a trade desk delivering accurate execution and settlement of equity trade orders on a book of $3.7B.• Implemented an internal risk control framework to monitor risk events across Investments, Trading, and Compliance departments.• Streamlined procurement processes to reduce commission paid for research and execution, decreasing commissions by 23% and saving $586,000 over seven years.• Set direction and provided leadership for both large and small sized teams. Performed annual performance review of staff and provided guidance in establishing individual goals to support career development. SPECIALTIESStrategic planning, business development, B2B sales, relationship management, stakeholder engagement, communication, operations, team leadership, client service, process improvement, Board reporting alternative and traditional investment vehicles.